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Getting Started

Welcome to the Wallee documentation. Wallee is a Swiss payment platform that lets you accept payments online, in-store on terminals and at unattended machines — all managed from one portal, with one contract and consolidated reporting. This section takes you from creating your account to accepting your first payment.

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New to Wallee? Follow the five steps below — most merchants are ready to accept test payments in under an hour.

Choose your path​

You want to accept payments and manage your business in the Wallee Portal — no coding required.

  1. Create an account and log in to the portal.
  2. Learn how your account and spaces are organised in the Account Structure chapter.
  3. Activate your payment methods and connect your sales channel (webshop plugin, payment links or terminal).

Most day-to-day topics are covered in Omnichannel Payments (transactions, refunds) and Portal & Finance (settlements, payouts, reports).

From zero to your first payment​

  1. Create your account​

    Sign up with your email address — an account and a space are created automatically and you start on a free trial. See Create an Account for a step-by-step guide with screenshots.

  2. Get to know account & space​

    Your account holds your plan, billing and users; your space is where the operational work happens: transactions, terminals, settlements and settings. See Account Structure.

  3. Configure payment methods​

    In your space, activate the payment methods you need (cards, TWINT, Apple Pay, Google Pay and more) and connect them to a processor. Wallee routes every transaction through a standardized process, whatever the method.

  4. Connect your sales channel​

    Install a shop plugin, send payment links, order a terminal or integrate via API — online, in-store and unattended channels all run in the same space.

  5. Test and go live​

    Use test transactions to verify your setup end-to-end, then switch to live processing. Keep an eye on manual tasks — they tell you when something needs your decision.

Explore the documentation​

The sections match the navigation at the top of every page.

SectionWhat you will find
Get StartedAccount creation, account & space structure, users and permissions, account activation, manual tasks
Omnichannel PaymentsHow payments work: payment methods, transactions and their states, refunds, completions
In-StoreTerminals, till integrations, SoftPOS on Android and payments at unattended machines
E-CommerceCheckout integrations, payment links, subscriptions, payment features and shop plugins
Portal & FinancePayouts, settlements and reconciliation, reports and accounting exports, analytics, account & billing
DevelopersAPIs, SDKs, webhooks and customization of payment pages, documents and emails
Help & FAQ & GlossaryQuick answers and definitions of all key terms
Wallee JoinPartner platform: refer merchants or embed payments as a platform
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Need help? Our support team is available around the clock: support overview, help center, system status, phone +41 44 505 13 60.

Free trial & account activation​

When you sign up, your account starts in a free trial (restricted mode): integrate your webshop, configure a terminal, activate payment methods in test mode and process test transactions — free of charge for up to four months. You are notified by email before the trial ends and can extend it once.

To accept live payments, activate your account:

  1. Register your organisation — company details, legal form and beneficial owners (UBOs).
  2. Complete the digital identity verification (KYC) — all legal representatives are guided through the online identification.
  3. Final review & activation — once approved, your selected payment methods are activated and your subscription starts.
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Processing times, required documents and the detailed onboarding steps are described in the Activate your account chapter of the Get Started section.